Baron Lee is a Wealth Management Advisor with U.S. Bancorp Investments, serving clients in Santa Clarita, California. Since joining the firm in 2022, he has specialized in assisting new investors, individuals planning for college, and those nearing retirement. Baron collaborates with a Wealth Management Banker from U.S. Bank to provide a holistic approach to wealth management, offering services such as premium banking, investment strategies, retirement planning, and financing solutions. He is committed to making financial management accessible and tailored to each client’s unique goals. Outside of work, Baron is actively involved in volunteering with various non-profits and enjoys traveling, golfing, and exercising.